Tongxin Q3's revenue has been strong in the single-season LED ceramic substrate

Tongxin Q3 consolidated revenue grew to NT$2.028 billion, and gross profit margin increased to 34.3%, the best performance in a single season over the past year. Tongxin said that Q4 revenue is expected to be the same as Q3, and next year will be bigger for Q1. The impact is in the Spring Festival, but the company believes that the growth potential of LED ceramic substrates and image sensors will be quite strong next year.

From the Q3 product portfolio, RF modules account for about 10% of revenue, hybrid modules and special packages account for about 10%, ceramic substrates account for 45% to 46%, and image sensor products account for 34%; In comparison, the proportion of image sensors has grown considerably. However, in terms of absolute revenue figures, only hybrid modules and special packages have fallen by 4% due to seasonal factors. Other products have shown strong growth, especially with image sensors increasing by 73%. The most eye-catching.

At present, LED ceramic substrates and image sensors are the two growth kinetics of Tongxin Electric next year. According to the large customers who provide lighting integration solutions, most of the current standards fall on LED light sources, and at current electricity prices, LEDs can be recycled in about 2 to 3 years, so the main customers of Xinxin Electric also actively expand production, and Tongxin will also grow together.

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